Life Planning
Financial coaching for your family’s financial health.
Put Your Oxygen Mask on First: Preparing for Volatility
Imagine you’re on an airplane with the people you love most. The flight is smooth, and the seatbelt sign is off. But suddenly, turbulence hits and oxygen masks drop from…
Quarterly Investment Update: 4th Quarter 2024
When growing up in California’s Central Valley, you learn to adapt to two things: the excruciating heat in the summer and the tule fog that blankets the region during the…
2024 Mid-Year Economic Outlook
More than halfway through 2024, the U.S. economy remains strong, yet uncertainty at home and abroad is causing investors to exercise caution. And while inflation seems largely contained, prices and…
Quarterly Investment Update: 1st Quarter 2024
Dating back to 1875, the Kentucky Derby isn’t just a horse race — it’s a cultural phenomenon that blends athleticism, tradition, and style in a single event. On May 4,…
2024 Full-Year Investment Outlook
Despite recessionary fears dominating the 2023 headlines, the economy grew, unemployment declined, the S&P 500 rallied, and inflation decelerated. Looking ahead to 2024, the million-dollar question is whether the economy…
2023 Mid-Year Investment Outlook
The possibility of a recession was one of the hot topics we discussed during our 2023 Full-Year Investment Outlook in February. Yet, here we are, six months later, and financial…
How You Might Benefit from SECURE 2.0 Act
SECURE 2.0 Act, which was signed into law December 29, 2022, aims to help Americans save enough for a secure retirement. With almost 100 changes, the legislation is nuanced and…
Full-Year Economic Outlook – Recording
As we hit our stride in 2023, the headlines continue to bombard us with news of an imminent recession, continued inflation, additional interest rate hikes, a cooling housing market, and…
Three Reasons We Are Not in a Housing Bubble
My daughter and son-in-law are looking to move from their townhouse to a larger home with a yard. There are few homes available, and they have been making offers on…
Three Common Living Trust Mistakes
A living trust is a great way to protect your assets and ensure that they are passed down to your loved ones in the way you intend. However, if you’re…